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Howard C Schoeffler

Advisor at Cambridge Investment Research Advisors — Lafayette, AL

Updated today

Credentials

Series 66

Experience

25 years

Location

Lafayette, AL 36862

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,196 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Howard Schoeffler is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked with Cambridge since 2001. In addition to his advisory role, Schoeffler is a CPA and president of an accounting firm providing tax and attest services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Lafayette, AL

935 Camellia Blvd, Ste 200

Lafayette AL 36862

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

25 years of industry experience

Cambridge Investment Research Advisors

2005 - Present • 21 years

Fairfield, IA

Total HR Solutions, LC

2003 - Present • 23 years

Lafayette, LA

Cambridge investment Research, Inc.

2001 - Present • 25 years

Fairfield, IA

Thibodaux Hebert Deshotels LeBlanc

1990 - Present • 36 years

Lafayette, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles C

Series 63, Series 65

Selma, AL

Berthel, Fisher & Company Financial Services, Inc.

Charles Cammack Jr. is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Berthel Fisher since 2010. Outside of his advisory role, he owns a term life insurance business. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets through various tailored platforms and strategies.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Kevin S

Series 66

Selma, AL

Cetera

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John M

Series 65

Selma, AL

Equitable Advisors

John Morris is a Series 65-licensed financial advisor with Equitable Advisors in Selma, Alabama, where he has worked since 1999. He has 48 years of industry experience, including tenure at AXA Advisors. Outside of his advisory role, Morris serves as chairman of the board of trustees for Vaughan Regional Medical Center and chairman of the board of directors for Vaughan Community Health Services, both in Selma. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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David S

Series 66

Selma, AL

Cetera

David Smith is a financial advisor with Cetera in Selma, Alabama, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera, he worked at Norfolk Southern for eleven years. He serves as a board member for the North Dallas County Water Authority and is a trustee for Crosspoint Christian Church, where he helps oversee the church’s operations and finances. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and manager options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Zeb S

Series 66

Selma, AL

Edward Jones

Zeb Schofield IV is a financial advisor at Edward Jones with seven years of industry experience. He has held his current position since 2018 and previously worked for Simpson Sales Company for six years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households with varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher G

Series 66

Selma, AL

Raymond James Financial

Christopher Griffin is a financial advisor with Raymond James Financial, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2015 and was affiliated with Boyd Financial Group LLC from 2015 to 2022. Griffin also works as an associate at Meridiem Advisory Group LLC, providing financial and operational support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary investment consulting aligned with client goals, and it maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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